@CuriousInvstri
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Product @ Artemis
Joined December 2022
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docs.google.com/document/d/1…
treating this like we treat software; it's not complete, and i actively mark down what i'm reading up on and looking into next to form my opinion, but writing and forming my thoughts in public. kinda like how Ye made The Life of Pablo
HERE'S THE ANTHROPIC MODEL: Anthropic will go public at $2T in Oct '26 and will be a $1T ARR company and $10T+ company Dec' 2030 as the winner of AI.
Here's how Anthropic gets to $1T ARR in 2030:
- 2026E: $125B ARR +14x YoY w/ 5 GW live
- 2027E: $266B ARR + 114% YoY w/ 10 GW live
- 2028E: $462B ARR +73% YoY w/ 16 GW live
- 2029E: $700B ARR +52% YoY w/ 23 GW live
- 2030E: $1T ARR + 42% YoY w/ 30 GW live
I'm dropping my full Excel model modeling out:
- ARR by business model (e.g Consumer, B2B, Enterprise, API)
- API business broken down by model type (e.g Fable 5.1, Mythos, Opus, Sonnet)
- Training costs and inference cost as a % of revenue
- Gross Margin ($ ARR per MW and Cost of Compute per MW) as well as forecasting GW secured.
- Net ARR (vs Gross ARR reported by trackers) removing marketplace pay out, Meta, Chinese AI labs
- and more
I also share the @artemis thesis for WHY Anthropic is the AWS of AI and winner of AI in the enterprise (and open source and ANT / OpenAI can win)
Get the full model here: artemis.ai/anthropic-thesis
Full Disclosure: I don't have inside information. I took what's publicly available from the July '26 @SemiAnalysis_ model and added my own judgement based on public information and my own world views. I've spent a life time modeling as a former HF and VC analyst. I'll update the model as soon as the S-1 drops.
Thesis: Robinhood will a $300B company in 2030 (~3.5x from here) as #1 global trading platform, primarily through BUYING @tradingview which has 100M+ traders and integrating Robinhood Wallet.
Context: $HOOD has 28.4M funded accounts (vs 26.5M a year ago, ~8% YoY growth) and BEAR case is Robinhood has saturated the US market for retail investors. Robinhood can only upsell so many products to US consumers and has $5B in cash for M&A.
Argument: To become a $1T company, Robinhood NEEDs to grow users.
Growth drivers for $HOOD :
1️⃣ Trump accounts: kids as long-term top-of-funnel, get kids on, bring parents over from IKBR / Schwab /Fidelity. Add 5M funded accounts by 2030)
2️⃣ Robinhood Chain/Wallet: frame as “the Robinhood app for the entire world” and already 2M monthly transacting user. Add 10M funded accounts by 2030
3️⃣ International expansion: Robinhood expanding to Singapore, acquired WonderFi in Canada, etc, Add another 5M funded accounts.
⭐️ Key acquisition idea: Robinhood should buy TradingView for 3-5B in cash. TradingView has 100M monthly active traders globally (80% are outside U.S, so call it 80M MAUs)) last raised at $3B from Tiger Global.
Analogous to Binance buying CoinMarketCap as top-of-funnel. Robinhood can merge TradingView with Robinhood Legend and route traders to wallet, stocks, crypto. This can add 50M of funded accounts.
Model Assumptions: 100M funded accounts and ARPU ~$200, implies $20B revenue, $10B earnings and at 30x earnings that's $300B marketcap in 2030.
Full Model here: artemis.ai/company/HOOD?tab=…
Full Pitch here: docs.google.com/presentation…
Curious Invstr retweeted
In 2025, @jonbma and I did something terrifying
We already had 7-figures of ARR and growing
But something didn't feel right
We wanted to do something....crazier
We shared a memo with our team changing the direction of the company
Half of them left
But in July 2026, we onboarded 20+ institutions onto our investment research AI
Below is the memo we shared
Ad astra per aspera 🚀
🚨 Breaking: Robinhood Chain is now the #1 chain in Daily Spot DEX Volume.
Introducing: Artemis Analyst
I learned from the best investors at @whalerock and @insightpartners.
Today we productize all the learnings I had as an analyst to help make AI investing accessible to ALL.
We connected Fable 5 with 12+ proprietary data sources: 3,000+ equities, consensus estimates, crypto fundamentals, ETF flows, tokenization, prediction markets, and stablecoins.
A top investor told us “after using Artemis Analyst 3x, I’m hooked”
Questions you can answer and create charts for:
> What is EV / NTM revenue for high growth SaaS ✅
> What is Anthropic vs OpenAI ARR? ✅
> What is the prediction market share of $HOOD Rothera during the World Cup ✅
> Build me a $HYPE model ✅
It’s still in beta and free in July.
It’s what I wanted when I was an analyst at Whale Rock / Insight, packed with skills and data so I can focus on the fun part of investing: creating thesis and making calls.
Use the Artemis Analyst today :)
Curious Invstr retweeted
SpaceX is the best in the world at launching rockets into space (w/ 10 year+ lead on competitors)
SpaceX has built the best connectivity product in the world with Starlink (best & cheapest)
SpaceX is the best in the world at building data centers fast and at scale
now SpaceX is also one of the most valuable companies in the world and has shown time and time again they are not afraid to use that equity to acquire big time companies
They've acquired Twitter, xAI and Cursor in the last few years
I just don't see how anyone can bet against @elonmusk and @SpaceX
great charts @jonbma and @artemis 🫡
buying $SPCX here might be the lowest risk trade in the market right now
sounds insane at $2T right? hear me out
I think many agree that holding SpaceX at this price long-term is an easy win
it will be the first $100T company
but, most think we'll have a big sell off at unlocks through this year (I tend to agree)
but here's the thing
SpaceX only has 4.2% of its shares available to be traded
Of that, none of the current holders would be sellers since
$SPCX is back near it's IPO price with no unlocks yet
ok but who's buying at $2T?
The answer is the indices:
- The Russel 2000 willl be buying $6-8 Billion this Friday
- MSCI will be buying a few billion early next week
- Nasdaq-100 will be buying $8-$12B on July 6
That's about $20B of buying pressure in the next 2 weeks, while the float of SpaceX is valued around just $80B and most of those holders bought at $150 or higher
After the first 2 day run up to $230 many of the current holders are underwater and waiting to sell higher
This tells me that we likely have a short-term run up based on the forced buying of the indices with little sellers
And here's why this is such a good trade
if it doesn't work out, you're still holding one of the most revolutionary and important companies in the world and will undoubtedly generate a big return in the coming years
it's not like you're betting on some small cap stock that might never return to its levels
I bought at $155 and will likely buy more in this range until Friday
You can track my live trades and portfolio (and 4 other analysts) for just $1 at Milk Road PRO (see link in bio)
we were early to $MU, $NBIS, $BE and many more. Don't miss the next one!
🚨 BREAKING: 3000+ equities and crypto:
1) financials (GAAP & non-GAAP)
2) earnings transcripts
3) IR presentations
4) analyst estimates
All in ONE place. Works with all your favorite AI agents
Get access now: form.typeform.com/to/xMhIvSG…
🤖 Made with AI
Curious Invstr retweeted
Especially when share price and EPS have been going up in lockstep like this
No vaporware here: just a good biz!
Credit: @Speculator_io
Curious Invstr retweeted
Actual alpha holy shit.
I found 59 all-time highs in crypto last week.
- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others
The full list is here, artemis.ai/insights?horizon=…
Find alpha in crypto / equities that supercharge us at @artemis
- ATH
- Acceleration
- Streaks
- Breakout
- etc
I found 59 all-time highs in crypto last week.
- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others
The full list is here, artemis.ai/insights?horizon=…
Curious Invstr retweeted
Who has time to go through countless sites to find insights? Get them in one place here
nitter.cf/artemis/status/2054570…
I found 59 all-time highs in crypto last week.
- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others
The full list is here, artemis.ai/insights?horizon=…
Introducing Insights.
We're releasing an internal tool to the public that has helped us a ton.
Problem: data often shows what matters before the headlines do. The challenge is finding the signal early.
A metric breaks out.
A trend rolls over.
An asset quietly hits a new high.
Artemis Insights shows what is breaking out, breaking down, and accelerating across digital finance.
ATHs. ATLs. Streaks. Major moves.
For hundreds of crypto assets, stablecoins, equities, and metrics.
Know what's going on in the market faster.
Live now (and free for a little): artemis.ai/insights
I found 59 all-time highs in crypto last week.
- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others
The full list is here, artemis.ai/insights?horizon=…
I found 59 all-time highs in crypto last week.
- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others
The full list is here, artemis.ai/insights?horizon=…
Coinbase is the winner of AI-native finance.
We believe $COIN can be a ~$300B+ company (6x from today)
Artemis open sources the BEST Coinbase financial model using onchain data.
You can now build models like the BEST analysts.
We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange.
Here’s the core assumptions
> Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates)
> USDC is 30% of stablecoin supply
> Agentic Commerce ~$7.5T in yearly spend in 2031
> Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM
> Net transaction revenue grows 11% CAGR
> Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031
In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income.
At 30x PE that assumes ~$300B of marketcap (6x+ from today)
Full 12 page thesis drops at 5pm ET 👀
Curious Invstr retweeted
What they don't tell you about being a founder is the sheer amount of MISTAKES you'll make, and how often you'll feel like an IDIOT. 🙃
For three years, @artemis tried to bring intelligence and rationality into crypto.
The reality? The market is too early still. So, we changed directions*. It’s terrifying. But as @Alfred_Lin likes to remind founders: "founders in the middle of their crisis don’t feel legendary. They just refuse to die."
Today is proof of life 🌱 Seeing a prominent $HOOD analyst like Roy (@Dr_Crossroads) publish on Artemis today is an indescribable milestone for us: artemis.ai/crossroads/articl…
Roy represents a SIGNIFICANT market shift. Prosumer investors are now actively influencing outcomes for public companies like $HOOD. Even Vlad, CEO of Robinhood, recognizes this edge: inviting smart, non-institutional investors like Roy directly onto their earnings calls.
We are incredibly grateful to trailblazers like Roy for believing in Artemis. We can't wait to build with him, and with the millions of other investors out there.
Ad astra per aspera 🌠
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[1] We will continue to be best-in-class in supporting all crypto product that we feel strongly have a right to win like tokens with well-design tokenomics, stablecoins, DEXes, and prediction markets.
Treating crypto as one of many asset classes and expanding into equities and beyond allows us to get closer to our mission of ⭐ empowering EVERY investor in the world to have world-class investing data, tools, and research ⭐